StoneCrest Wealth Management’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

StoneCrest Wealth Management’s Portfolio IDMO Stock Details IDMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.5M	Sell	224,418 -1,090	-0.5%	-$64.7K	4.32%	3
2026 Q1	$12.4M	Buy	225,508 +3,330	+1%	+$191K	5.23%	3
2025 Q4	$12.3M	Buy	222,178 +16,225	+8%	+$882K	4.98%	3
2025 Q3	$11.1M	Buy	205,953 +45,477	+28%	+$2.38M	4.87%	3
2025 Q2	$8.22M	Buy	+160,476	New	+$7.64M	3.92%	4

Other funds holding IDMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

StoneCrest Wealth Management's IDMO Position: Q2 2026 in Review

StoneCrest Wealth Management reduced its Invesco S&P International Developed Momentum ETF (IDMO) stake by 0.48% in Q2 2026, selling an estimated $64.7K and leaving 224,418 shares worth $13.5M. The position accounts for 4.32% of the portfolio, ranked #3.

StoneCrest Wealth Management first reported a position in IDMO in Q2 2025 and has held it in 5 quarters since. 288 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

StoneCrest Wealth Management held 224,418 shares of Invesco S&P International Developed Momentum ETF worth $13.5M as of Q2 2026.
StoneCrest Wealth Management sold 1,090 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $64.7K.
Invesco S&P International Developed Momentum ETF made up 4.32% of StoneCrest Wealth Management's portfolio in Q2 2026, its #3 holding.
StoneCrest Wealth Management first reported a position in Invesco S&P International Developed Momentum ETF in Q2 2025 and has held it in 5 quarters since.
288 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.